Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
1,572
+655
+71% +$587K 0.02% 286
2025
Q1
$623K Buy
917
+191
+26% +$130K 0.01% 378
2024
Q4
$457K Buy
726
+150
+26% +$94.5K 0.01% 390
2024
Q3
$446K Sell
576
-14
-2% -$10.8K ﹤0.01% 399
2024
Q2
$486K Sell
590
-15
-2% -$12.4K 0.01% 389
2024
Q1
$423K Sell
605
-15
-2% -$10.5K ﹤0.01% 410
2023
Q4
$360K Sell
620
-66
-10% -$38.4K ﹤0.01% 416
2023
Q3
$315K Sell
686
-133
-16% -$61K ﹤0.01% 423
2023
Q2
$397K Sell
819
-21
-3% -$10.2K ﹤0.01% 401
2023
Q1
$335K Sell
840
-123
-13% -$49.1K ﹤0.01% 427
2022
Q4
$363K Buy
963
+104
+12% +$39.2K ﹤0.01% 438
2022
Q3
$260K Sell
859
-144
-14% -$43.6K ﹤0.01% 467
2022
Q2
$320K Buy
1,003
+23
+2% +$7.34K ﹤0.01% 472
2022
Q1
$359K Sell
980
-13
-1% -$4.76K ﹤0.01% 468
2021
Q4
$427K Sell
993
-99
-9% -$42.6K ﹤0.01% 438
2021
Q3
$365K Sell
1,092
-29
-3% -$9.69K ﹤0.01% 451
2021
Q2
$363K Sell
1,121
-72
-6% -$23.3K ﹤0.01% 458
2021
Q1
$394K Sell
1,193
-43
-3% -$14.2K ﹤0.01% 445
2020
Q4
$320K Sell
1,236
-120
-9% -$31.1K ﹤0.01% 463
2020
Q3
$263K Sell
1,356
-98
-7% -$19K ﹤0.01% 473
2020
Q2
$283K Sell
1,454
-322
-18% -$62.7K ﹤0.01% 472
2020
Q1
$255K Sell
1,776
-5
-0.3% -$718 ﹤0.01% 472
2019
Q4
$317K Sell
1,781
-300
-14% -$53.4K ﹤0.01% 481
2019
Q3
$332K Sell
2,081
-4,667
-69% -$745K ﹤0.01% 497
2019
Q2
$798K Buy
6,748
+146
+2% +$17.3K 0.01% 484
2019
Q1
$788K Sell
6,602
-492
-7% -$58.7K 0.01% 490
2018
Q4
$635K Sell
7,094
-331
-4% -$29.6K 0.01% 511
2018
Q3
$755K Sell
7,425
-103
-1% -$10.5K 0.01% 511
2018
Q2
$772K Sell
7,528
-2,523
-25% -$259K 0.01% 507
2018
Q1
$1.1M Sell
10,051
-426
-4% -$46.5K 0.01% 463
2017
Q4
$1.1M Sell
10,477
-707
-6% -$74.3K 0.01% 483
2017
Q3
$1.19M Sell
11,184
-237
-2% -$25.1K 0.01% 474
2017
Q2
$1.05M Sell
11,421
-55
-0.5% -$5.03K 0.01% 476
2017
Q1
$1.09M Sell
11,476
-879
-7% -$83.6K 0.01% 463
2016
Q4
$972K Sell
12,355
-219
-2% -$17.2K 0.01% 483
2016
Q3
$877K Buy
12,574
+10
+0.1% +$697 0.01% 505
2016
Q2
$920K Sell
12,564
-473
-4% -$34.6K 0.01% 495
2016
Q1
$949K Sell
13,037
-6,392
-33% -$465K 0.01% 474
2015
Q4
$1.35M Sell
19,429
-938
-5% -$65K 0.01% 463
2015
Q3
$1.02M Sell
20,367
-1,463
-7% -$73.1K 0.01% 515
2015
Q2
$1.23M Sell
21,830
-549
-2% -$30.9K 0.01% 501
2015
Q1
$1.3M Sell
22,379
-188
-0.8% -$11K 0.01% 488
2014
Q4
$1.59M Sell
22,567
-719
-3% -$50.6K 0.01% 462
2014
Q3
$1.83M Sell
23,286
-318
-1% -$25K 0.01% 456
2014
Q2
$1.72M Buy
23,604
+2,125
+10% +$154K 0.01% 472
2014
Q1
$1.49M Sell
21,479
-85
-0.4% -$5.88K 0.01% 460
2013
Q4
$1.39M Sell
21,564
-577
-3% -$37.2K 0.01% 473
2013
Q3
$1.35M Buy
22,141
+1,337
+6% +$81.3K 0.01% 467
2013
Q2
$1.16M Buy
+20,804
New +$1.16M 0.01% 468